105 Financial Sales jobs in Singapore
Executive (BD - Broking, Central, Up to 5k)
Job Viewed
Job Description
Job Responsibilities:
- Plan and organize regular visitations of brokers/clients to develop rapport.
- Responsible for review and improvement of profitability of brokers' portfolio assigned.
- Analyze and underwrite business offers including the preparation of quotations via emails and faxes and undertake survey of risks when required.
- Liaise with brokers/clients on enquiries, renewals, endorsements etc.
- To analyze the premium income for each month with reasons for increase/decrease of premiums for department reporting.
- To undertake risk surveys, if required.
- To quote in accordance with the Company's underwriting guidelines.
- To assist accounts department in premium collection including fronting policies.
Requirements:
- Diploma/Degree holder or ACII/AAII qualifications and equivalent preferred.
- At least with CGI/HI or relevant insurance qualification.
- Preferably with at least 2 - 3 years of relevant experience.
- Possess good interpersonal and communications skills.
- Good working knowledge of Microsoft Office application.
HOW TO APPLY:
Interested applicants, please click on "Apply Now". We regret only shortlisted candidates will be notified.
Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).
Please read our privacy statement on our corporate website
Trust Recruit Pte Ltd
EA License No: 19C9950
EA Personnel: Khor Khang Qin
EA Personnel Reg No: R22109669
Tell employers what skills you haveAccount Management
Microsoft Office
Brokerage
Problem Solving
Financial Markets
Business Strategy
B2B
Underwriting
Business Development
Surveys
Job No Longer Available
This position is no longer listed on WhatJobs. The employer may be reviewing applications, filled the role, or has removed the listing.
However, we have similar jobs available for you below.
Financial Sales Advisor
Posted today
Job Viewed
Job Description
Company: Aspire Alliance (representing Manulife Financial Advisers)
Location: Singapore
Employment Type: Full-time / Flexible
Salary Range: $3,000 - $6,000/month (Allowance + Commission)
Are you ready for a meaningful career change?
Whether you're in teaching, healthcare, retail, hospitality, or customer service, your people skills, empathy, and dedication are valuable here.
At Aspire Alliance, we train and support individuals like you to build a rewarding career helping others manage their finances, plan their future, and protect their families.
What You'll Do:
Guide individuals and families to make informed financial decisions
Provide personalised solutions in areas like savings, insurance, retirement, and education planning
Build long-term relationships with clients
Work independently with the backing of a supportive team
What You Don't Need:
A finance degree or Prior experience in the finance industry
We welcome people from all walks of life. Our training, licensing support, and mentorship will equip you to succeed.
What We're Looking For:
Good listener and communicator
Enjoy helping people
Motivated to grow personally and professionally
Minimum: Local diploma or higher
Singaporeans/PRs only (due to MAS licensing requirements)
What You'll Get:
Monthly allowance + attractive commission + bonuses
Structured onboarding and professional development
Sponsorship for MAS licensing and certifications
Flexible working hours & career progression
Meaningful work with real impact
Leads to potential clients are provided
Take the First Step
No experience needed. Just the willingness to learn and grow in a career that makes a difference.
Apply now and we'll guide you through the transition.
Financial Sales Advisor
Posted today
Job Viewed
Job Description
Whether you are just beginning your career or an experienced professional looking for a change.
If you are looking for an entrepreneurial role with flexibility and unlimited income potential, join us to discover more about the career as a Financial Advisor.
Key responsibilities :
- Assess clients' financial situation to develop strategies to help client meet their financial goals.
- Provide advice on insurance to help companies and individuals plan for their financial futures.
- Help clients with financial planning in areas such as retirement, education, and investments with our full product suite.
- Review and follow up with clients on a regular basis to assess how developments in their life might affect their financial plan.
- Preparing and interpreting financial document summaries, investment performance report and income projections for clients.
- Build and maintain effective relationships with existing clients.
Training and professional development
We'll help you gain the certifications, soft skills, and knowledge you need to succeed while supporting your growth with structured courses and trainings. Our dedicated managers will constantly be there to guide you through your developmental journey.
Funding Programme
We provide a structured corporate financing scheme for the first 24 months of your career to fast-track your success.
Rewards
Work hard and play hard with us as we incentivize our top performers.
Flexible incentive structure
Enjoy unlimited potential income through our multi-layered incentive structure that includes commissions, quarterly performance-based incentives, annual bonuses, and great incentive trips.
Qualifications
To join us as a Financial Advisor, you should:
- Have obtained a diploma or degree in any field
- Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
- Have good interpersonal skills and be passionate about helping customers achieve greater financial competency
Financial Sales Advisor
Posted today
Job Viewed
Job Description
Financial Consultant (Training Provided)
Company: Aspire Alliance (representing Manulife Financial Advisers)
Location: Singapore
Employment Type: Full-time / Flexible
Salary Range: $3,000 – $6,000/month (Allowance + Commission)
Are you ready for a meaningful career change?
Whether you're in teaching, healthcare, retail, hospitality, or customer service, your people skills, empathy, and dedication are valuable here.
At Aspire Alliance, we train and support individuals like you to build a rewarding career helping others manage their finances, plan their future, and protect their families.
What You'll Do:
Guide individuals and families to make informed financial decisions
Provide personalised solutions in areas like savings, insurance, retirement, and education planning
Build long-term relationships with clients
Work independently with the backing of a supportive team
What You Don't Need:
A finance degree or Prior experience in the finance industry
We welcome people from all walks of life. Our training, licensing support, and mentorship will equip you to succeed.
What We're Looking For:
Good listener and communicator
Enjoy helping people
Motivated to grow personally and professionally
Minimum: Local diploma or higher
Singaporeans/PRs only (due to MAS licensing requirements)
What You'll Get:
Monthly allowance + attractive commission + bonuses
Structured onboarding and professional development
Sponsorship for MAS licensing and certifications
Flexible working hours & career progression
Meaningful work with real impact
Leads to potential clients are provided
Take the First Step
No experience needed. Just the willingness to learn and grow in a career that makes a difference.
Apply now and we'll guide you through the transition.
Tell employers what skills you haveSales
Microsoft Office
Financial Planning
Healthcare
Adaptable
Retirement Planning
Microsoft Word
Customer Service
Listening to Customers
Retirement
Hospitality
Financial Sales Professional
Posted today
Job Viewed
Job Description
Job Overview
We are seeking talented sales professionals to join our team, where you will be responsible for promoting financial products through outbound calls to existing customers.
The ideal candidate will have excellent communication skills, a customer-focused approach, and the ability to meet or exceed sales targets.
Key Responsibilities:
- Makes outbound sales calls to existing customers using provided leads.
- Promotes and recommends financial products based on customers' needs.
- Buils strong customer relationships by delivering excellent service during the sales process.
- Guides customers through application procedures, including the submission of required documents.
- Meets or exceeds sales targets to earn attractive commissions and bonuses.
Requirements:
- A minimum GCE 'N' or 'O' Level qualification is required.
- No prior experience is necessary as training will be provided.
Benefits:
- A prime office location with regular office hours and no weekends.
- Opportunities for growth and development in the financial services industry.
What You Can Expect from Our Team:
- A supportive and dynamic work environment.
- Ongoing training and development opportunities.
Why Join Our Team?
You can expect to develop your skills and advance your career in a fast-paced and rewarding industry. Our company offers a range of benefits, including a competitive salary, generous commission structure, and ongoing training and development opportunities.
Sales Skills Required:
- Excellent communication and interpersonal skills.
- A customer-focused approach and the ability to build strong relationships.
- Ability to meet or exceed sales targets.
Work Environment:
- A prime office location with regular office hours and no weekends.
Growth Opportunities:
- Opportunities for advancement and career progression within the company.
Financial Sales Advisor
Posted today
Job Viewed
Job Description
A career that makes a difference
Whether you are just beginning your career or an experienced professional looking for a change.
If you are looking for an entrepreneurial role with flexibility and unlimited income potential, join us to discover more about the career as a Financial Advisor.
Key responsibilities:
- Assess clients' financial situation to develop strategies to help client meet their financial goals.
- Provide advice on insurance to help companies and individuals plan for their financial futures.
- Help clients with financial planning in areas such as retirement, education, and investments with our full product suite.
- Review and follow up with clients on a regular basis to assess how developments in their life might affect their financial plan.
- Preparing and interpreting financial document summaries, investment performance report and income projections for clients.
- Build and maintain effective relationships with existing clients.
Benefits & Rewards
Training and professional development
We'll help you gain the certifications, soft skills, and knowledge you need to succeed while supporting your growth with structured courses and trainings. Our dedicated managers will constantly be there to guide you through your developmental journey.
Funding Programme
We provide a structured corporate financing scheme for the first 24 months of your career to fast-track your success.
Rewards
Work hard and play hard with us as we incentivize our top performers.
Flexible incentive structure
Enjoy unlimited potential income through our multi-layered incentive structure that includes commissions, quarterly performance-based incentives, annual bonuses, and great incentive trips.
QualificationsTo join us as a Financial Advisor, you should:
- Have obtained a diploma or degree in any field
- Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
- Have good interpersonal skills and be passionate about helping customers achieve greater financial competency
Management Skills
Microsoft PowerPoint
Lifestyle
Microsoft Excel
Aftersales
Financial Planning
Interpersonal Skills
Investments
Wealth Accumulation
Wealth
Soft Skills
Needs Analysis
Interpreting
Digital Marketing
Investment Performance
Financial Advisory
Personal Development
Retirement
Corporate Finance
Financial Services
Financial Sales Professional
Posted today
Job Viewed
Job Description
We are seeking a skilled Mortgage Consultant to join our team. As a key member of our sales team, you will play a vital role in driving business growth and expanding our presence in Singapore.
Your primary responsibility will be to identify and develop business opportunities with clients, providing expert advice on mortgage products and building strong relationships through effective sales strategies and relationship management.
Key Responsibilities:
- Providing expert advice on mortgage products to clients
- Building and maintaining a network of clients and referral partners
- Meeting and exceeding sales targets through effective sales strategies and relationship management
- Working closely with cross-functional teams to drive business growth
To succeed in this role, you will need to have prior experience in financial services, preferably in mortgage sales. You should also be able to work independently with minimal supervision, possess excellent communication skills, and demonstrate good professional etiquette.
Requirements:
- Excellent written and spoken English language skills
- Ability to work independently with minimal supervision
- Good professional etiquette
- Prior experience in financial services, preferably in mortgage sales
Benefits of the Role:
- A structured career progression path
- An attractive remuneration package
- Performance bonuses
Apply now for this exciting opportunity to take your career to the next level as a Mortgage Consultant.
--Work from home- Financial Sales Officer
Posted today
Job Viewed
Job Description
We are looking for motivated individuals, who is able to take initiative and challenging task In a fast- track organization.
You will be working in a Fast- paced environment where your achievements will be recognized.
Good communication is a must.
Confidence in presentation is a definite plus.
You can work from home.
Flexible timings.
Job Description:
Responsibilities
- Sales proposals
- Client relations
- Advisory
Requirements
Confident, matured, highly motivated
Excellent communication, presentation and interpersonal skills.
Pleasant and professional appearance.
Rewards
Basic allowance $2,500 + Bonus comms
High earning potentials
Good career prospect
Shortlisted candidates will be notified very soon.
Be The First To Know
About the latest Financial sales Jobs in Singapore !
Financial Sales Support Executive/Manager( Up to 4.8k
Posted today
Job Viewed
Job Description
Our clients are seeking motivated and dynamic individuals to join our new business unit. This role is ideal for individuals who are passionate about personal growth through building a career in the finance industry. We are seeking multiple financial sales support executives and managers
A Financial Sales Support Executive plays a behind-the-scenes but crucial role in helping the sales team succeed in the financial sector. Think of them as the engine room that keeps everything running smoothly. While a Financial Sales Support Manager is like the strategic conductor behind the scenes, ensuring the sales team hits all the right notes while staying in tune with financial regulations and client needs
Continuous on-the-job training is in place to support you You will be working with leaders
and senior team members to understand client needs, provide support, and contribute to the success of the sales team in the financial sector.
Comprehensive and professional training will be provided for all newly joined
Key responsibility
· Client Coordination: Handle inquiries, follow-ups, and assist with onboarding new clients
· Documentation & Compliance: Prepare contracts, quotations, and ensure all financial documents meet MAS regulatory standards.
· CRM Management: Maintain accurate records of leads, deals, and client interactions using tools like Salesforce or HubSpot.
· Sales Enablement: Support the sales team with presentations, reports, and market research to help close deals.
· Cross-Team Collaboration: Liaise with departments like legal, finance, and operations to ensure proposals are carefully drafted.
Job Requirements
· Qualifications: Applicants must have completed an "A" Level, a Local diploma, or a
Bachelor's Degree in Business Administration, Finance, Marketing, or other related field
· Skills and Attributes: - Exceptional communication and interpersonal skills.
· Proven ability to engage positively with clients and colleagues.
· At least 1 – 2 years of experience in sales support, operations, or financial services
· Proven track record in managing teams and optimizing sales processes
· Proficiency in CRM tools (Salesforce, MS Dynamics)
· Familiarity with financial products like loans, insurance, investments, etc
· Able to work independently while also contributing effectively to a team
Perks & Benefits
• Competitive starting salary
• Annual Leave – Leave entitlement to support work-life balance
• Flexible Benefits – A Customizable benefits package to suit individual needs
• Competitive Performance Bonus – Rewarding contributions and achievements
• Professional Development – Opportunities for career growth, training, and career development
• Supportive Work Environment – Collaborative and inclusive culture that values
teamwork and innovation
**We regret that only shortlisted candidates will be notified.
Your Profile will be kept in our database for more career opportunities.
We wish you all the best in your job search.
EA personnel: Ong Ping Tiong
EA personnel Reg No: R25127323
EA License No: 24C2562
Tell employers what skills you haveCRM
Market Research
Sales
Microsoft Office
Microsoft Excel
Aftersales
Dynamics
Interpersonal Skills
ERP
Investments
Career Development
Loans
Administration
Compliance
Team Player
Job Search
Financial Services
Able To Work Independently
Financial Sales Advisor (WFH / Hybrid / No Experience welcome)
Posted 2 days ago
Job Viewed
Job Description
Financial Consultant (Training Provided)
Company: Aspire Alliance (representing Manulife Financial Advisers)
Location: Singapore
Employment Type: Full-time / Flexible
Salary Range: $3,000 – $6,000/month (Allowance + Commission)
Are you ready for a meaningful career change?
Whether you're in teaching, healthcare, retail, hospitality, or customer service, your people skills, empathy, and dedication are valuable here.
At Aspire Alliance, we train and support individuals like you to build a rewarding career helping others manage their finances, plan their future, and protect their families.
Financial Sales Support Executive/Manager( Up to 4.8k
Posted 2 days ago
Job Viewed
Job Description
Our clients are seeking motivated and dynamic individuals to join our new business unit. This role is ideal for individuals who are passionate about personal growth through building a career in the finance industry. We are seeking multiple financial sales support executives and managers
A Financial Sales Support Executive plays a behind-the-scenes but crucial role in helping the sales team succeed in the financial sector. Think of them as the engine room that keeps everything running smoothly. While a Financial Sales Support Manager is like the strategic conductor behind the scenes, ensuring the sales team hits all the right notes while staying in tune with financial regulations and client needs
Continuous on-the-job training is in place to support you! You will be working with leaders
and senior team members to understand client needs, provide support, and contribute to the success of the sales team in the financial sector.
Comprehensive and professional training will be provided for all newly joined
Key responsibility
· Client Coordination : Handle inquiries, follow-ups, and assist with onboarding new clients
· Documentation & Compliance: Prepare contracts, quotations, and ensure all financial documents meet MAS regulatory standards.
· CRM Management : Maintain accurate records of leads, deals, and client interactions using tools like Salesforce or HubSpot.
· Sales Enablement : Support the sales team with presentations, reports, and market research to help close deals.
· Cross-Team Collaboration: Liaise with departments like legal, finance, and operations to ensure proposals are carefully drafted.
Job Requirements
· Qualifications: Applicants must have completed an “A” Level, a Local diploma, or a
Bachelor's Degree in Business Administration, Finance, Marketing, or other related field
· Skills and Attributes: - Exceptional communication and interpersonal skills.
· Proven ability to engage positively with clients and colleagues.
· At least 1 – 2 years of experience in sales support, operations, or financial services
· Proven track record in managing teams and optimizing sales processes
· Proficiency in CRM tools (Salesforce, MS Dynamics)
· Familiarity with financial products like loans, insurance, investments, etc
· Able to work independently while also contributing effectively to a team
Perks & Benefits
• Competitive starting salary
• Annual Leave – Leave entitlement to support work-life balance
• Flexible Benefits – A Customizable benefits package to suit individual needs
• Competitive Performance Bonus – Rewarding contributions and achievements
• Professional Development – Opportunities for career growth, training, and career development
• Supportive Work Environment – Collaborative and inclusive culture that values
teamwork and innovation
**We regret that only shortlisted candidates will be notified.
Your Profile will be kept in our database for more career opportunities.
We wish you all the best in your job search.
EA personnel: Ong Ping Tiong
EA personnel Reg No: R25127323
EA License No: 24C2562